What has happened
to the post-election rally?
article is not featured as an online
article in the
as it was published under the Special
Report category (accessible only to
Read your article on the Edge and
found it very interesting and I do agree
that the market is poised to move in
I believe that the run-up prior to the actual elections had already
priced in most of the positives in the economy. Once the elections
took place and players digested the much expected results, they locked
in their profits and left. Like you said, other factors matter now
(like the new Exchequer, etc).
Hey, we are a small market in the overall scheme of things, a boat
(but better than a sampan, I guess) in the ocean. Hedge funds can play
That's why the restructuring of the GLCs is an important step in the
maturity of our market. Anyway, it's hard to hold just one event (ie
elections) and assess its impact - we get a cocktail of other factors
now (oil prices, China etc).
Your ARIMA and Census X-11 Models sound interesting... that's what
I like about you academics, always learning and tinkering around with
new (or old?) tools. Malaysia should encourage cross fertilization of
ideas between academia and the private sector. Have you considered
joining the fund management industry? Can you enlighten me a little on
how your models work (just the brief basics)?
PS1-Just wondering if you give any technical analysis talks. It'd be
good to network with other charting "kaki", plus exchange of ideas.
PS2-Do you have/know where to get, pre-1987 (up to 1977) KLCI data?
----- Original Message -----
To: "Tan Kay Wee" <email@example.com>
Sent: Wednesday, May 26, 2004 7:11 PM
Subject: Re: Re: My story on this week's The EDGE...
> Dear Tan,
> I have a story in this week's The EDGE. Do have a look & comments
> please. TQ
Mon, 24 May 2004 14:35:52 +0800 (SGT)
My Article in The EDGE this week....
I know that when markets are in a bad shape people tend to shy
away from buying biz/investment weeklies... (that includes me) so
this is to remind that do catch hold of this week's The EDGE.
Sdra Azam has slotted in my article under Special Report in this
week's The EDGE... "What has happened to the post-election
rally?" - please have a look and comments welcomed.
All the best & Happy dabbling in shares (b4 June ends!).